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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,764 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,894 | $63,114-3.5% | $92,893-34.4% | $65,185-6.6% |
| Participation rate | 95.0% | 68.8%+26.2pp | 76.0%+19.0pp | 70.2%+24.8pp |
| Annual return | 15.46% | 28.75%-13.3pp | 109.41%-94.0pp | 29.38%-13.9pp |
| Employer contribution / active EE | $778 | $2,571-69.8% | $3,653-78.7% | $2,177-64.3% |
| Participant deferral / active EE | $6,258 | $3,108+101.3% | $4,236+47.7% | $3,514+78.1% |
| Admin fee / account holder | $32 | $624-94.9% | $5,794-99.5% | $847-96.3% |